What are the responsibilities and job description for the Solutions Engineer position at Winmill Software?
Overview
Are you the person on your team who really knows Clarity? You know how to configure it, troubleshoot it, and explain why it works the way it does. You know how to translate the functionality of the tool to the goals of a company. If so, this role is for you!
Winmill is looking for a Clarity expert ready to bring that depth into a customer-facing role. As a Pre-Sales Solutions Consultant on our PPM team, you'll partner with sales to help enterprise clients evaluate, adopt, and get genuine value from Broadcom Clarity, Rally, and related Agile and PPM tools.
This role is a strong fit for someone who has lived inside Clarity, whether as an admin, implementer, or PPM-focused project manager, and is ready to spend less time running projects and more time helping organizations choose and shape the right solution. We'll invest in growing your pre-sales skills. You bring the Clarity expertise and the willingness to learn.
Key Responsibilities
Pre-Sales & Solution Engineering
- Lead functional and technical discovery sessions to understand client portfolio management practices, Agile maturity, and business challenges
- Design and configure tailored demo environments aligned to client use cases
- Deliver tailored product demonstrations of Clarity, Rally, and related solutions (e.g., Smartsheet, Planview tools) that connect product capability to real business outcomes
- Build and maintain reusable demo environments and assets
- Support implementation scoping, including effort estimation and solution alignment
Solution Design & Client Advisory
- Translate discovery findings into business requirements and solution recommendations
- Serve as a trusted technical voice throughout the sales cycle, from the first conversation, handoff, to account expansion
- Provide ongoing advisory alongside Account Managers as clients evolve their PPM and Agile practices (SAFe, Lean, and Scrum)
- Partner with clients to align solutions with their strategic goals and operating models
Internal Collaboration & Enablement
- Partner with Sales, Delivery, and Marketing to keep the customer lifecycle aligned
- Support marketing efforts where it makes sense, including webinars, blog contributions, and events, as your interests develop
- Share what you learn with the broader team and help us all get better
Technology & Environment Management
- Stay current with new product releases and capabilities across Broadcom, Planview, and related platforms
- Pursue relevant pre-sales certifications (Broadcom, Planview). Winmill supports the time and cost
Qualifications
Required
- 5 years of experience with Clarity PPM and/or Agile management solutions
- Hands-on Clarity expertise in configuration, administration, or implementation, not just end-user familiarity
- Experience delivering software demonstrations and presentations to prospective clients
- Comfort working in Agile environments and conversant in frameworks like Scrum or SAFe (formal certification not required)
- Strong communication and stakeholder skills. You can hold your own with PMO leads, IT directors, and executives
- Curiosity about why organizations make the PPM choices they do, not just how the tools work
Helpful but not Required
- Bachelor’s degree in a technology, business, related field, or degree equivelant experience
- Familiarity with Rally, Smartsheet, Planview, or similar PPM tools
- Experience in a pre-sales or solutions engineering role
- Exposure to enterprise-scale implementations and client environments
- Relevant product certifications (Broadcom, Planview, etc.)
Success Metrics
- Conversion of net new logos through effective solution engineering support
- Quality and effectiveness of product demonstrations and client engagements
- Accuracy and completeness of solution designs and implementation scoping
- Client satisfaction and successful delivery outcomes
- Contribution to reusable assets, demos, and internal enablement
Why this role might be your next step
If you've been a Clarity-focused PM, admin, or consultant and you're ready to move into a more strategic, client-facing role, even without a "pre-sales" title on your résumé, we want to talk. The candidates who succeed here aren't the ones with the perfect background. They're the ones who know Clarity deeply, communicate clearly, and are genuinely curious about helping organizations solve hard problems."